SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

Bestgate Wealth Advisors, LLC's Holding History (CIK: 0002055670)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 38,792 Value ($000) $891 Avg Close — Range —
Q3 2025
Shares 37,157 Value ($000) $858 Avg Close — Range —
Q2 2025
Shares 35,158 Value ($000) $790 Avg Close — Range —
Q1 2025
Shares 35,158 Value ($000) $790 Avg Close — Range —